AAUTX vs. SCHX
Compare and contrast key facts about Thrivent Large Cap Value Fund (AAUTX) and Schwab U.S. Large-Cap ETF (SCHX).
AAUTX is managed by Thrivent. It was launched on Oct 29, 1999. SCHX is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Total Stock Market Index. It was launched on Nov 3, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AAUTX or SCHX.
Correlation
The correlation between AAUTX and SCHX is 0.90, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
AAUTX vs. SCHX - Performance Comparison
Key characteristics
AAUTX:
0.74
SCHX:
2.00
AAUTX:
0.99
SCHX:
2.67
AAUTX:
1.15
SCHX:
1.36
AAUTX:
0.70
SCHX:
3.04
AAUTX:
2.20
SCHX:
12.46
AAUTX:
4.30%
SCHX:
2.09%
AAUTX:
12.84%
SCHX:
12.96%
AAUTX:
-57.91%
SCHX:
-34.33%
AAUTX:
-8.13%
SCHX:
-1.28%
Returns By Period
In the year-to-date period, AAUTX achieves a 5.14% return, which is significantly higher than SCHX's 3.02% return. Over the past 10 years, AAUTX has underperformed SCHX with an annualized return of 5.64%, while SCHX has yielded a comparatively higher 15.88% annualized return.
AAUTX
5.14%
4.26%
4.89%
10.12%
6.63%
5.64%
SCHX
3.02%
1.83%
16.87%
25.15%
16.13%
15.88%
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AAUTX vs. SCHX - Expense Ratio Comparison
AAUTX has a 0.86% expense ratio, which is higher than SCHX's 0.03% expense ratio.
Risk-Adjusted Performance
AAUTX vs. SCHX — Risk-Adjusted Performance Rank
AAUTX
SCHX
AAUTX vs. SCHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Thrivent Large Cap Value Fund (AAUTX) and Schwab U.S. Large-Cap ETF (SCHX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
AAUTX vs. SCHX - Dividend Comparison
AAUTX's dividend yield for the trailing twelve months is around 1.28%, less than SCHX's 1.73% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAUTX Thrivent Large Cap Value Fund | 1.28% | 1.34% | 1.41% | 1.54% | 0.96% | 2.44% | 1.52% | 1.37% | 1.08% | 1.17% | 1.08% | 0.94% |
SCHX Schwab U.S. Large-Cap ETF | 1.73% | 1.78% | 2.19% | 4.07% | 3.05% | 2.30% | 2.69% | 3.56% | 5.10% | 3.95% | 4.06% | 3.51% |
Drawdowns
AAUTX vs. SCHX - Drawdown Comparison
The maximum AAUTX drawdown since its inception was -57.91%, which is greater than SCHX's maximum drawdown of -34.33%. Use the drawdown chart below to compare losses from any high point for AAUTX and SCHX. For additional features, visit the drawdowns tool.
Volatility
AAUTX vs. SCHX - Volatility Comparison
The current volatility for Thrivent Large Cap Value Fund (AAUTX) is 2.83%, while Schwab U.S. Large-Cap ETF (SCHX) has a volatility of 3.98%. This indicates that AAUTX experiences smaller price fluctuations and is considered to be less risky than SCHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.